Adding/Editing/Deleting Metrics for Your Partner Program

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You can add one or more metrics to your partner programs to get a holistic view of KPIs across various functions like marketing; opportunities, sales plans, solutions, etc. This allows you to view your metrics together in one dashboard view without needing to navigate to different places or run various reports.

Enter/Select one or more metrics for your partner programs.For example, you can select Annual Recurring Revenue (ARR); Annual Contract Value (ACV), Total Contract Value (TCV) or any other.

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Steps:

  1. Enter a Metric Name.
  2. Select a Metric Type-Number or Currency.
  3. Enter a Goal.
  4. In Access Control select amongst Shared or Private.
  5. Enter Manual Results. 
  6. Click Save.
  7. To add another metric, click Add Another Metric button.

Editing Metrics

To edit a metric, go to the Metrics section and navigate to the specific metric that you want to edit. Hovering will enable the pencil icon. Click to open the metric and edit.

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To delete a metric, click the Delete button.

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